Newbridge Financial Services Group’s Plantronics, Inc. POLY Stock Holding History

Newbridge Financial Services Group’s Portfolio POLY Stock Details POLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-500	Closed	-$20K	–	1522
2022 Q2	$20K	Hold	500	–	–	0.01%	668
2022 Q1	$20K	Sell	500 -350	-41%	-$9.96K	0.01%	739
2021 Q4	$25K	Hold	850	–	–	0.01%	665
2021 Q3	$22K	Buy	+850	New	+$26.7K	0.01%	647

Other funds holding POLY

MTIM

Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Newbridge Financial Services Group's POLY Position: Q3 2022 in Review

Newbridge Financial Services Group sold out of Plantronics, Inc. (POLY) in Q3 2022, closing a stake of 500 shares — an estimated $20K sold.

Newbridge Financial Services Group first reported a position in POLY in Q3 2021 and held it in 4 quarters. The position peaked at $25K in Q4 2021. 2 funds tracked by Wall St. Rank hold POLY as of Q3 2022.

Newbridge Financial Services Group reported no remaining Plantronics, Inc. position as of Q3 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 500 Plantronics, Inc. shares in Q3 2022, an estimated $20K.
Newbridge Financial Services Group first reported a position in Plantronics, Inc. in Q3 2021 and held it in 4 quarters.
Newbridge Financial Services Group's Plantronics, Inc. position peaked at $25K in Q4 2021.
2 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2022.

Based on Newbridge Financial Services Group's 13F filing for Q3 2022, filed 13 Oct 2022.